usmann@usmannk · 2026/08/24观点输出@nucknyan @GodThatLimps oh is it sushi burrito
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
usmann@usmannk · 2026/08/24观点输出@nucknyan @GodThatLimps sisig and curry up now and ?
i must know
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
usmann@usmannk · 2026/08/23赛道影响very strange seeing technical leaders employing AI slop to communicate issues of this magnitude ngl
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
usmann@usmannk · 2026/08/21观点输出e.g. https://t.co/mfZX8njtgZ
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
usmann@usmannk · 2026/08/21观点输出lots of people mention $ZEC in the same breath as @near_intents but from what i can tell this is relying on a trusted party for swapping? seems like there are millions of $ of txs held on NI for months now. i don't see any clear relation from them to hacks. may as well use CEX
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
usmann@usmannk · 2026/08/17观点输出@Merridew__ there's no market here, only $187 of asks in the whole book for dec 31. someone probably pushed it from 15c to 20c with like $10?
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
usmann@usmannk · 2026/08/12赛道影响@S1r1u5_ 5.6 is far and away the best cyber model available to the public. i have to think that anyone suggesting kimi glm deepseek are even with it hasn't done serious vuln research with them
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
usmann@usmannk · 2026/08/08观点输出@IsaacKing314 do you tell claude “if you come across something you wont do then hand it to kimi” or do you predict the refusals and prompt “ask kimi to do X”?
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
usmann@usmannk · 2026/08/07观点输出ok maybe we took it a little too far https://t.co/6jnc7cEyBD
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
usmann@usmannk · 2026/07/30观点输出@zachxbt has this already started?
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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